NSEUpdates3 Jul 2026 · 3 Jul 2026, 05:14 pm

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Godrej Consumer Products Limited · GODREJCP

✦ AI Summary▲ PositiveResults

Godrej Consumer Products Limited has provided a quarterly update for Q1 FY27, highlighting significant volatility in costs due to crude price movements and sourcing challenges, but delivering a sequential improvement in performance across most metrics, with high-teens revenue growth expected.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Full Announcement

Godrej Consumer Products Limited has informed the Exchange regarding 'Quarterly Update Q1 FY27'.

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GODREJCP_03072026171423_Pre_Quarter_Cover__Note-signed.pdf

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Godrej Consumer Products Limited Godrej One, 4th Floor, Pirojshanagar, Eastern Express Highway, Vikhroli (E), Mumbai – 400 079, India Tel.: +91-22-2518 8010/ 8020/ 8030 Fax.: +91-22-2518 8040/ 8065/ 8069 Website: www.godrejcp.com CIN: L24246MH2000PLC129806 July 3, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relations Department Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Dalal Street, Fort, Mumbai - 400 001 Mumbai 400 050. Scrip Code: 532424 Symbol: GODREJCP Dear Sir/Madam, Quarterly Update Q1 FY27 We enclose herewith a communication which is self-explanatory. Thanking you, Yours faithfully, For Godrej Consumer Products Limited Tejal Jariwala Company Secretary & Compliance Officer (F9817) Quarterly Update: Q1FY27 This update provides an overall summary of the operating performance and demand trends during the quarter ended June 30, 2026. This is based on internal unaudited management reports. A detailed performance update will be shared following the Board of Directors' approval of the Q1 FY27 financial results. While the quarter saw significant volatility in costs on account of movement in crude prices & other raw materials and faced sourcing challenges resulting in lower fill rates across markets, we are pleased with the way we navigated our business through agile planning, sourcing and calibrated pricing actions. Overall, across the FMCG industry we have seen an acceleration in value growth with the demand environment remaining stable, aided by continued momentum across the broader global economy and consumer sentiment holding up despite crude-led input cost inflation. Against this backdrop, and consistent with the guidance shared at our Investor Meet (May 2026), the business delivered a sequential improvement in performance across most metrices. At a Consolidated level, we expect to deliver high-teens revenue growth in Q1 FY27, meaningfully ahead of our full-year guidance of double-digit revenue growth, backed by strong high single digit UVG. Consolidated EBITDA is also expected to land ahead of our double-digit guidance although margins will be lower due to exceptional cost pressures. Our Standalone business is likely to deliver double-digit revenue growth for the quarter, underpinned by high- single-digit underlying volume growth. Growth has been broad-based across categories. Our Indonesia business delivered a meaningful step-up in performance, with mid-teens revenue growth on the back of double-digit underlying volume growth. With competitive pressures now abating and market share gains sustained across categories, we believe the business is back on a profitable growth journey. Our GAUM (Godrej Africa, USA, and Middle East) business delivered another exceptionally strong quarter, with extremely strong double-digit sales growth on the back of strong underlying volume growth in the teens. The growth has been broad-based across geographies and categories. Our strategy of building FMCG categories continues to see strong consumer traction across markets. On the commodity front, input costs remained elevated through most of Q1, broadly within the cost impact ranges outlined in our previous update. Encouragingly, costs have begun to ease in the closing weeks of the quarter. Our response has been consistent with our established approach to navigating commodity cycles – calibrated pricing actions, strong delivery on cost-savings programmes, and prudent media optimization – and we expect margins to recover progressively through the year. We remain mindful that El Niño conditions can heighten weather volatility across our key markets, with the potential to disrupt agricultural output and rural demand, though our geographically diversified sourcing and portfolio provide meaningful resilience against such volatility and as such we don’t foresee any major impact. With revenue growth tracking ahead of our original expectations and input costs beginning to ease, we enter the remainder of FY27 with increased confidence. We remain firmly on track to deliver our guidance for the full year with the strong likelihood to exceed the same in select metrics. We remain confident in the resilience of our portfolio, the strength of our brands, and our ability to deliver sustained, profitable growth going forward. ABOUT GODREJ CONSUMER PRODUCTS Godrej Consumer Products is a leading emerging markets company, driven by the purpose of bringing the goodness of health and beauty to consumers in emerging markets. As part of the Godrej Industries Group, we are fortunate to have a proud legacy of over 125 years, built on the strong values of trust, integrity, and respect for others. At the same time, we are growing fast and have exciting, ambitious aspirations. Today, we enjoy the patronage of 1.4 billion consumers globally. We rank among the largest Household Insecticide and Hair Care players in emerging markets. In Household Insecticides, we are the leader in India, the second largest player in Indonesia and are expanding our footprint in Africa. We are the leader in serving the Hair Care needs of women of African descent, the number one player in Hair Colour in India and Sub-Saharan Africa, and among the leading players in Latin America. We rank number two in Soaps in India and are the number one player in Air Fresheners and Wet Tissues in Indonesia. We believe that we are only as good as what we do next. So, we strive to continuously improve how we do business, and how we live in the world, shaping a more sustainable and responsible future by placing our planet and people alongside profit. Through Godrej Good & Green, we are helping create a more inclusive and greener planet, in line with the United Nation’s Sustainable Development Goals, and the needs of local communities. At the Godrej DEI (Diversity, Equity, Inclusion) Lab, we work on empowering inclusion, help build DEI ecosystems across corporate India and aim to bring ideas and innovation related to DEI to the mainstream. For further information, please contact: Institutional investors: Email: ir@godrejcp.com Tel: +91 22 2519 5721 Retail investors: Email: investor.relations@godrejcp.com Tel: + 91 22 2519 5104 Disclaimer: Some of the statements in this communication may be “forward looking statements” within the meaning of applicable laws and regulations. These forward-looking statements are based on currently available information, current assumptions and expectations and projections about future trends, which are inherently subject to risks and uncertainties that may cause actual results to differ substantially from those expressed or implied in those statements. Such risks and uncertainties include, but are not limited to, general industry and market conditions, changes in industry structure, changes in Indian and international political and economic environment, domestic and global demand and supply conditions, changes in tax regimes, government regulations, import duties, exchange rate fluctuations, corporate actions including acquisitions, litigation or regulatory proceedings and labour relations. Investors are advised to exercise caution and not place undue reliance on any forward-looking statements. The Company does not undertake to update, amend, or revise any forward-looking statement, whether as a result of any new information, subsequent development, future events or otherwise.